| G通用动力VTI |
| 33.77% | 33.44% | $2.04亿 | 55.0万股 | $1.87亿 | 58.4万股 | -3.3万股-5.72% | 减仓 |
| V先锋领航·FTSEVEA |
| 12.55% | 12.89% | $7,568.8万 | 106.2万股 | $7,223.4万 | 112.7万股 | -6.5万股-5.76% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 6.99% | 6.9% | $4,213.9万 | 103.7万股 | $3,866.5万 | 111.9万股 | -8.2万股-7.35% | 减仓 |
| IiShares安硕·COREIJR |
| 5.48% | 5.23% | $3,307.8万 | 22.3万股 | $2,927.5万 | 23.6万股 | -1.2万股-5.30% | 减仓 |
| AAvantis·U SAVUV |
| 4.94% | 5.07% | $2,980.4万 | 23.9万股 | $2,837.9万 | 25.7万股 | -1.8万股-7.01% | 减仓 |
| IiShares安硕信托ITOT |
| 3.11% | 2.93% | $1,873.6万 | 11.4万股 | $1,643.0万 | 11.5万股 | -1,304股-1.13% | 减仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 2.98% | 3.39% | $1,799.0万 | 17.5万股 | $1,896.4万 | 19.0万股 | -1.5万股-8.07% | 减仓 |
| DDimensional维度ETF信托DFGX |
| 2.76% | 2.86% | $1,664.0万 | 31.0万股 | $1,599.9万 | 30.5万股 | +5,438股+1.78% | 加仓 |
 英伟达NVDA |
| 2% | 1.87% | $1,204.8万 | 6.0万股 | $1,047.5万 | 6.0万股 | +151股+0.25% | 加仓 |
| S嘉信策略信托SCHR |
| 1.81% | 1.93% | $1,089.7万 | 44.2万股 | $1,079.1万 | 43.3万股 | +8,699股+2.01% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 1.6% | 1.71% | $966.1万 | 12.2万股 | $956.3万 | 12.1万股 | +1,604股+1.33% | 加仓 |
| S嘉信·USSCHX |
| 1.59% | 1.5% | $960.0万 | 32.6万股 | $839.1万 | 32.7万股 | -1,056股-0.32% | 减仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 1.58% | 1.68% | $952.9万 | 39.5万股 | $939.0万 | 38.7万股 | +7,860股+2.03% | 加仓 |
| J摩根大通交易所交易基金JMUB |
| 1.58% | 1.56% | $951.4万 | 18.8万股 | $872.1万 | 17.4万股 | +1.3万股+7.66% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 1.43% | 1.52% | $864.6万 | 10.5万股 | $854.2万 | 10.3万股 | +1,385股+1.34% | 加仓 |
| IiShares安硕信托IEFA |
| 1.34% | 1.35% | $806.2万 | 8.3万股 | $757.9万 | 8.4万股 | -239股-0.29% | 减仓 |
| I景顺QQQ信托VOO |
| 1.22% | 1.03% | $735.6万 | 9,989股 | $576.0万 | 9,979股 | +10股+0.10% | 加仓 |
| V先锋领航·FSTEVWO |
| 1.01% | 1% | $609.1万 | 10.2万股 | $557.8万 | 10.3万股 | -1,164股-1.13% | 减仓 |
| IiShares安硕信托IVV |
| 0.83% | 0.77% | $497.6万 | 6,645股 | $434.1万 | 6,645股 | 00.00% | 持仓不变 |
| IISHARES U.S. TECH INDEPENDENCE FOCUSED ETFIETC |
| 0.63% | 0.83% | $379.6万 | 3.5万股 | $464.3万 | 5.3万股 | -1.7万股-32.69% | 减仓 |
 苹果AAPL |
| 0.54% | 0.45% | $325.4万 | 1.1万股 | $249.4万 | 9,826股 | +1,419股+14.44% | 加仓 |
 谷歌AGOOGL |
| 0.54% | 0.49% | $325.4万 | 9,104股 | $271.8万 | 9,453股 | -349股-3.69% | 减仓 |
| SSPDR道富系列信托HYMB |
| 0.54% | 0.52% | $324.5万 | 12.8万股 | $289.9万 | 11.7万股 | +1.1万股+9.14% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.46% | 0.41% | $274.9万 | 9,149股 | $227.4万 | 9,171股 | -22股-0.24% | 减仓 |
| S嘉信策略信托SCHE |
| 0.42% | 0.41% | $254.1万 | 7.0万股 | $231.1万 | 7.0万股 | -65股-0.09% | 减仓 |
 摩根大通JPM |
| 0.42% | 0.45% | $251.1万 | 7,670股 | $251.4万 | 8,546股 | -876股-10.25% | 减仓 |
| S嘉信·USSCHA |
| 0.4% | 0.35% | $242.2万 | 6.7万股 | $196.5万 | 6.8万股 | -550股-0.81% | 减仓 |
 AMD超威AMD |
| 0.39% | 0.18% | $232.5万 | 4,002股 | $102.9万 | 5,058股 | -1,056股-20.88% | 减仓 |
| SSPDR道富系列信托SPTM |
| 0.37% | 0.35% | $222.6万 | 2.5万股 | $194.6万 | 2.5万股 | -94股-0.38% | 减仓 |
| IiShares安硕信托MTUM |
| 0.33% | 0.25% | $198.9万 | 5,803股 | $139.3万 | 5,803股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.32% | 0.33% | $195.2万 | 1.9万股 | $182.1万 | 1.9万股 | +39股+0.21% | 加仓 |
| IiShares安硕信托SGOV |
| 0.31% | 0.67% | $185.3万 | 1.8万股 | $373.8万 | 3.7万股 | -1.9万股-50.43% | 减仓 |
 亚马逊AMZN |
| 0.29% | 0.24% | $174.6万 | 7,327股 | $133.1万 | 6,389股 | +938股+14.68% | 加仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 0.28% | 0.26% | $170.1万 | 1.6万股 | $148.0万 | 1.6万股 | -66股-0.42% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.27% | 0.27% | $160.4万 | 3,206股 | $153.7万 | 3,207股 | -1股-0.03% | 减仓 |
 微软MSFT |
| 0.26% | 0.51% | $159.8万 | 4,283股 | $283.0万 | 7,646股 | -3,363股-43.98% | 减仓 |
 Arista网络ANET |
| 0.25% | — | $149.4万 | 8,795股 | $0 | 0股 | +8,795股 | 新买入 |
| V先锋领航指数基金VOO |
| 0.24% | 0.22% | $142.4万 | 2,074股 | $122.1万 | 2,044股 | +30股+1.47% | 加仓 |
 卡特彼勒CAT |
| 0.22% | 0.05% | $132.7万 | 1,246股 | $28.6万 | 404股 | +842股+208.42% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.21% | 0.2% | $126.1万 | 4.4万股 | $109.3万 | 4.4万股 | 00.00% | 持仓不变 |
 Globe LifeGL |
| 0.21% | 0.17% | $125.2万 | 7,008股 | $97.4万 | 7,001股 | +7股+0.10% | 加仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 0.21% | 0.22% | $124.3万 | 2.6万股 | $121.3万 | 2.6万股 | -123股-0.47% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.2% | 0.17% | $121.1万 | 3,426股 | $97.0万 | 3,380股 | +46股+1.36% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 0.2% | 0.19% | $119.1万 | 2.7万股 | $104.4万 | 2.7万股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 0.18% | 0.21% | $105.8万 | 7,218股 | $118.3万 | 8,041股 | -823股-10.24% | 减仓 |
| N新纪元能源NEE |
| 0.17% | — | $100.1万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
| PPIMCO太平洋投资管理ETFMUNI |
| 0.15% | 0.16% | $88.0万 | 1.7万股 | $87.3万 | 1.7万股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.14% | 0.11% | $87.2万 | 727股 | $59.0万 | 641股 | +86股+13.42% | 加仓 |
 博通AVGO |
| 0.14% | 0.09% | $81.9万 | 2,169股 | $52.0万 | 1,679股 | +490股+29.18% | 加仓 |
| A美国世纪ETF信托AVUS |
| 0.13% | 0.14% | $80.5万 | 6,289股 | $75.7万 | 6,809股 | -520股-7.64% | 减仓 |
